Add scheduled program signups to lead tracking sheet
Add scheduled program signups to lead tracking sheet
Your scheduled intro calls arrive with messy contact data and unclear eligibility, forcing manual triage and slowing outreach. Leads are captured and segmented so coordinators can act the same day.
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Overview
Booked program calls currently land in inboxes and spreadsheets inconsistently, creating manual work and slowing eligibility checks. This flow captures each booking, standardizes contact details, and places leads into the right marketing segment so coordinators can triage and follow up the same day.